Elder Law – The Secret Ingredient for a Well-Rounded Estate Planning Practice

Friday, October 23, 3:00 - 4:15pm EDT

Moderator:

Vanessa L. Kanaga, Esq.

Panelists:

Jonathan G. Blattmachr, Esq., Scott Solkoff, Esq., and Deborah Tedford, Esq.

View Recording

Webinar Description:

Are you an estate planner looking to diversify your practice in the face of potential changes in the tax laws? Have you been approached by potential clients who have children with special needs, but had to refer them to other attorneys because you didn’t have the right experience to address their concerns? Do you worry that you should be doing more to plan for your clients’ long-term care needs, but don’t know where to begin? Have you avoided an Elder Law practice because you don’t think it can be profitable (it absolutely can!)? Do you find that your plate is full, yet your work sometimes leaves you unsatisfied? This presentation will address all of these questions and more, and help you “cook up” a plan for becoming an Elder Law attorney.

InterActive Legal is proud to bring together an expert panel, featuring NAELA member and founder of Elder Law College, Scott Solkoff, ACTEC fellow and recognized estate planning expert, Jonathan Blattmachr, and ACTEC Fellow and NAELA member, Deb Tedford. Together, these panelists will offer practical advice and wisdom from their different perspectives: Scott as an expert carrying on a legacy of Elder Law planning, Jonathan as a preeminent authority in high net worth planning, and Deb as a thought-leader whose practice is a successful fusion of the two fields.

In addition to providing an overall introduction to the practice of Elder Law, the menu for this discussion will include:

• Appetizer: Why does this matter to you? Our panelists share their path into Elder Law, and explain why they think it is a path you should consider as well.

• Intermezzo: What is Elder Law? Our Elder Law experts give you the scoop on what it is really like to be an Elder Law attorney.

• Main Course: Common concerns and objections addressed. Many estate planners considering an Elder Law practice grapple with some common, reasonable concerns about entering the field. Our panel will address these issues head on, and help you overcome the objections holding you back.

• Dessert: Your questions answered! Audience questions submitted during the presentation will be answered by our panel.

After this presentation, estate planners will understand that Elder Law planning is really just another type of asset preservation planning, a common objective of estate planning. This webinar will illustrate how Elder Law is not only a valuable addition for clients, but also a valuable addition to any estate planning practice, for both revenue generation and personal satisfaction. It can be the secret ingredient that completes the perfect recipe for your practice.


Our Moderator

Vanessa L. Kanaga, Esq., President and Director of Content Development, InterActive Legal ^

Vanessa Kanaga joined InterActive Legal in 2013, and serves as President and Director of Content Development. In her role, Vanessa oversees the development of InterActive Legal program content, in addition to working with CEO, Michael L. Graham, to guide the company in its future direction, and manage day-to-day operations. Vanessa received her J.D. from Cornell Law School, Magna Cum Laude, in 2006, and holds a B.A. in Philosophy from Wichita State University, with a minor in Music, as well as an Advanced Professional Certificate from New York University School of Law. Following law school, Vanessa practiced in New York for several years, at Milbank, Tweed, Hadley & McCloy, LLP, and then Moses & Singer, LLP. In 2012, she returned to her home town of Wichita, Kansas, where she was an associate attorney in the estate planning and probate practice group at Hinkle Law Firm, LLC, before joining InterActive Legal.


Our Panelists

Jonathan G. Blattmachr, Esq., InterActive Legal Founder ^

Jonathan G. Blattmachr has over 35 years of experience in trusts and estates law and is currently a Principal at Pioneer Wealth Partners, LLC. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars.  Mr. Blattmachr writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored eight books and over 500 articles on estate planning topics.  He also co-developed Wealth Transfer Planning™, an InterActive Legal software system published for lawyers that provides specific client advice and automated document assembly for wills, trusts, powers of attorney, and other estate planning documents.


Scott M. Solkoff, Esq., Solkoff Legal, P.A. ^

Scott Solkoff is the founder of Solkoff Legal, a law firm based in Delray Beach, Florida that exclusively represents the elderly, those with special needs and their caregivers.  He is also the co-founder and lead instructor of Elder Law College, a comprehensive platform of knowledge and support assisting attorneys in becoming successful in all matters of Elder and Special Needs law.  He is a Florida Bar Board Certified Specialist in Elder Law, a Fellow of the American College of Trust and Estate Counsel (ACTEC), and is an author and frequent speaker on Elder Law issues across the United States and Canada.


Deborah J. Tedford, Tedford Law Firm ^

Deborah J. Tedford is an attorney and principal in the Tedford Law Firm of Mystic, Connecticut.  She graduated from Yale University, cum laude in 1972 as a member of one of the first classes to include women, and from Boston University School of Law in 1976. She is also a qualified mediator, having completed 40 hours of formal mediation training.

Deb was elected as an ACTEC fellow in 1992, a fellow of the Connecticut Bar Foundation in 1995; and a fellow of the American Bar Foundation in 2012.  She recently served three years as Chair of the Elder Law Committee of ACTEC and is a Regent of the College. She is a member of ACTEC’s Fiduciary Litigation Committee and has served on a number of other administrative committees for the college.  Currently she is serving as ACTEC’s observer to the Uniform Law Commission’s re- writing of the national guardianship and conservatorship act.

Deb is a frequent speaker at the state and national levels on topics related to the field of trust law, including special needs trusts, estate and gift taxation, social security and undue influence in probate matters.


CLE Credits

InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.


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